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SCHR

Schwab Intermediately-Term US Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$11.9M +$130K +4,474 +1%
RCA
27
Resonant Capital Advisors
Wisconsin
$11.8M +$723K +24,808 +6%
AWM
28
AE Wealth Management
Kansas
$11.8M +$1.77M +60,724 +18%
SS
29
Simplicity Solutions
Minnesota
$11.5M +$1.55M +53,066 +15%
BSW
30
Buckingham Strategic Wealth
Missouri
$11.4M -$353K -12,122 -3%
BSB
31
Bangor Savings Bank
Maine
$10.9M -$1.78M -60,944 -14%
IA
32
IndexIQ Advisors
New York
$10.4M +$1.25M +42,982 +14%
SFA
33
Seneca Financial Advisors
New York
$10.3M +$10.3M +353,356 New
KWM
34
Kingsview Wealth Management
Oregon
$9.46M -$626K -21,502 -6%
HGWM
35
Harvest Group Wealth Management
Massachusetts
$9.25M +$1.67M +57,440 +22%
CPFP
36
Clear Perspectives Financial Planning
Ohio
$9.07M +$9.08M +311,756 New
APC
37
Asset Planning Corporation
Tennessee
$9.01M +$9.02M +309,588 New
SP
38
SWS Partners
Ohio
$8.76M +$998K +34,270 +13%
FC
39
Financial Consulate
Maryland
$8.65M +$325K +11,146 +4%
ML
40
McAdam LLC
Pennsylvania
$7.6M +$1.92M +65,750 +33%
QCMNJ
41
Quantum Capital Management (New Jersey)
New Jersey
$7.44M +$110K +3,790 +2%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$7.14M +$711K +24,392 +11%
AssetMark Inc
43
AssetMark Inc
California
$6.88M -$2.23M -76,444 -24%
BWI
44
Beacon Wealthcare Inc
North Carolina
$6.86M -$1.04M -35,550 -13%
SIM
45
Sterling Investment Management
Arizona
$6.75M +$110K +3,772 +2%
CW
46
CreativeOne Wealth
Kansas
$6.6M +$3.12M +107,206 +90%
Bank of America
47
Bank of America
North Carolina
$6.47M +$577K +19,788 +10%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.71M -$4.18M -143,576 -42%
WCF
49
West Coast Financial
California
$5.6M -$289K -9,930 -5%
FMC
50
First Merchants Corp
Indiana
$5.57M -$420K -14,402 -7%